Resources

We want to help financial advisers and planners market themselves more effectively, while promoting the value of advice.

The resources on this page are intended to help you do just that.

They are free to download and there’s pesky form requesting your email address. Check back often too, we’ll be adding new guides on a regular basis.

OUR CHECKLISTS & TEMPLATES

Free to download or view online

Checklist #1: 27 things your website
should have on its homepage

Download as PDF

View online

Checklist Chartered Research-1

Checklist #2: Promoting your
Chartered Status

Download as PDF

View online

yardstick Adviser Directories checklist vis1-1

Checklist #3: Adviser
directories

Download as PDF

View online

Checklist #4: Choosing a name for your business

Checklist #4: Choosing a name for
your business

Download as PDF

View online

Checklist Chartered Research-1

Checklist #5: 12-point marketing
MOT

Download as PDF

View online

Checklist #6: Building your
team pages

Download as PDF

View online

Checklist #7: Building an effective fees page

Download as PDF

View online

yardstick template 1 v2

Template #1: Client testimonial
request

Download as PDF

Our Guides

Free to download or view online

Our Reports

Free to download or view online